This piece raises an evergreen question: how safe are our banks? In 2026 we’re seeing new contours of that risk. All major U.S. banks passed the Fed’s stress tests last year, but the scenarios were softer than before, and exposure to things like private credit and non‑bank financial institutions is drawing scrutiny. At the same time, regulators are watching cybersecurity risks, and the FDIC has just approved industrial bank charters for big non‑bank companies like Ford and GM — moves that blur traditional banking boundaries. With Moody’s now labeling the U.S. banking outlook neutral even as regulatory rollback and nonbank competition grow, the question of where real risk lies — deposits, balance sheets, tech vulnerabilities, or regulatory change — feels more relevant than ever

That valuation gap looks dramatic on paper, but “un-risked prospective resources” aren’t reserves. Until drilling results, development plans, and regulatory certainty are clearer, it’s understandable the market applies a steep discount.

Any ideas on which "major financial institution" this might be?

I'm impressed. I've added $FJET to my watch list.

Yeah, it seems to have a couple of errors. Mainly FFO reached $59.7 million ($1.41 per share) while Core FFO rose 0.5% to $60.2 million ($1.42 per share) and paid $1.20 per share in common dividend.

If the threshold for poverty is rising — and basic living costs like healthcare, insurance, housing and childcare are increasing so much — how does that affect retirees and people on fixed incomes? In other words: does redefining ‘poverty’ upward help highlight the risk to older adults’ financial security, and should this change how we think about retirement planning and social safety nets for seniors?

You know Elon Musk???

Given stretched valuations and macro risks this year, I think any “Santa bump” could be muted — or even undone. But if fundamentals (earnings, consumer demand, cash flows) hold up, we could still see a decent close to 2025. It’s a reminder to stay cautious but not overly pessimistic.

I guess we will find out soon enough💪💪
Bullish

FUD analysis - what about cash on the books and the debt restructuring that will save 28 million - and the now 20% of the energy drink market -
Bullish